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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,829 | $125,237-22.7% | $105,608-8.3% | $145,877-33.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.21% | 225.76%-208.6pp | 116.50%-99.3pp | 551.28%-534.1pp |
| Employer contribution / active EE | $1,772 | $3,720-52.4% | $3,167-44.1% | $4,663-62.0% |
| Participant deferral / active EE | $2,206 | $5,711-61.4% | $5,010-56.0% | $6,691-67.0% |
| Admin fee / account holder | $450 | $17,287-97.4% | $11,028-95.9% | $13,402-96.6% |